Latest Institutional Purchases of Ishares Core U.S. Aggregate Bo (AGG)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
18.6K+ 22.5% |
$1.79M - $1.89M
|
101K
$9.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
18.4K+ 292.18% |
$1.77M - $1.88M
|
24.7K
$2.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
BUY
|
- |
17.9K+ 6.49% |
$1.72M - $1.82M
|
293K
$28.7M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
17.5K+ 36.89% |
$1.69M - $1.79M
|
65K
$6.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
16.8K+ 42.04% |
$1.62M - $1.72M
|
56.9K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
16.7KNew |
$1.61M - $1.7M
|
16.7K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16.5K+ 15.64% |
$1.58M - $1.68M
|
122K
$11.9M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
16.4KNew |
$1.58M - $1.67M
|
16.4K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
15.9K+ 40.27% |
$1.53M - $1.62M
|
55.4K
$5.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15.9K+ 3.44% |
$1.53M - $1.62M
|
477K
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
15.7K+ 5.64% |
$1.51M - $1.6M
|
294K
$28.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
15.5K+ 4.15% |
$1.49M - $1.58M
|
389K
$38M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
15.4K+ 5.41% |
$1.49M - $1.58M
|
301K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15.4K+ 19.39% |
$1.49M - $1.57M
|
95.1K
$9.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
15.4K+ 8.49% |
$1.48M - $1.57M
|
197K
$19.2M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
15.3KNew |
$1.48M - $1.57M
|
15.3K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
15.3K+ 51.62% |
$1.47M - $1.56M
|
44.9K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.2K+ 16.64% |
$1.46M - $1.55M
|
106K
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15K+ 18.27% |
$1.44M - $1.53M
|
97.1K
$9.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
14.9K+ 22.38% |
$1.44M - $1.52M
|
81.6K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
14.9K+ 15.83% |
$1.43M - $1.52M
|
109K
$10.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.7K+ 18.18% |
$1.42M - $1.5M
|
95.9K
$9.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.7K+ 9.56% |
$1.42M - $1.5M
|
169K
$16.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14.2KNew |
$1.37M - $1.45M
|
14.2K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
13.9K+ 31.53% |
$1.34M - $1.42M
|
57.9K
$5.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
13.8K+ 36.03% |
$1.33M - $1.41M
|
52.1K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
13.6KNew |
$1.31M - $1.39M
|
13.6K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 8.16% |
$1.28M - $1.35M
|
176K
$17.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
13.1K+ 13.96% |
$1.26M - $1.34M
|
107K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
13.1K+ 31.43% |
$1.26M - $1.34M
|
54.8K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
13K+ 16.59% |
$1.25M - $1.32M
|
91.2K
$8.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13KNew |
$1.25M - $1.32M
|
13K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
12.7K+ 21.75% |
$1.22M - $1.29M
|
71K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.6K+ 1.54% |
$1.21M - $1.28M
|
828K
$80.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 0.98% |
$1.21M - $1.28M
|
1.29M
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7K+ 2.5% |
$1.13M - $1.19M
|
480K
$46.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.7K+ 9.9% |
$1.12M - $1.19M
|
129K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.5K+ 9.55% |
$1.11M - $1.17M
|
132K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.3K+ 11.56% |
$1.09M - $1.15M
|
109K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11.3K+ 3.96% |
$1.08M - $1.15M
|
296K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
11.2K+ 4.72% |
$1.08M - $1.15M
|
249K
$24.4M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.2K+ 197.49% |
$1.08M - $1.14M
|
16.9K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
11.1K+ 2.7% |
$1.07M - $1.13M
|
423K
$41.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
11K+ 233.85% |
$1.06M - $1.12M
|
15.7K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10.7K+ 426.24% |
$1.03M - $1.09M
|
13.2K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
10.5KNew |
$1.01M - $1.07M
|
10.5K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10.4KNew |
$997K - $1.06M
|
10.4K
$1.01M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.3KNew |
$994K - $1.05M
|
10.3K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.2K+ 216.24% |
$984K - $1.04M
|
15K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.1K+ 10.25% |
$973K - $1.03M
|
109K
$10.6M
|